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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1426
Peterson Wealth Advisors
Utah
$4.15M -$241K -538 -6%
SSWG
1427
Seven Springs Wealth Group
Tennessee
$4.13M -$51.5K -115 -1%
RMAM
1428
Raab & Moskowitz Asset Management
New Jersey
$4.12M -$77.9K -174 -2%
PJSIMP
1429
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.11M +$425K +949 +13%
DWP
1430
Daymark Wealth Partners
Ohio
$4.1M -$212K -473 -5%
PFWA
1431
Paces Ferry Wealth Advisors
Georgia
$4.1M +$63.6K +142 +2%
ZIC
1432
ZWJ Investment Counsel
Georgia
$4.09M -$43.9K -98 -1%
NW
1433
NewEdge Wealth
Pennsylvania
$4.06M -$304K -680 -7%
WMA
1434
Wealth Management Associates
New Jersey
$4.06M +$15.2K +34 +0.4%
SEM
1435
Strategic Equity Management
Arizona
$4.04M -$10.6M -23,763 -74%
FNBOO
1436
First National Bank of Omaha
Nebraska
$4.04M
APWM
1437
Atlas Private Wealth Management
New York
$4.03M +$807K +1,802 +27%
PWPS
1438
Pinnacle Wealth Planning Services
Ohio
$4.02M -$12.1K -27 -0.3%
AFS
1439
Access Financial Services
Minnesota
$4.02M -$38K -85 -1%
FPTW
1440
Franklin, Parlapiano, Turner & Welch
Texas
$3.99M
SCM
1441
Shorepath Capital Management
Utah
$3.99M +$3.74M +8,346 New
CIA
1442
Compass Ion Advisors
Pennsylvania
$3.98M -$41.6K -93 -1%
Vontobel Holding
1443
Vontobel Holding
Switzerland
$3.98M +$1.71M +3,810 +84%
Kovitz Investment Group Partners
1444
Kovitz Investment Group Partners
Illinois
$3.98M +$66.7K +149 +2%
LAS
1445
Legacy Advisory Services
Pennsylvania
$3.94M +$3.69M +8,243 New
FFM
1446
Forum Financial Management
Illinois
$3.92M +$37.1K +83 +1%
KL
1447
KWMG LLC
Kansas
$3.92M -$29.1K -65 -0.8%
APC
1448
Asset Planning Corporation
Tennessee
$3.9M -$22.8K -51 -0.6%
CCP
1449
Clarkston Capital Partners
Michigan
$3.9M +$902K +2,015 +33%
FCB
1450
First County Bank
Connecticut
$3.9M